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First Trust Smith Opportunistic Fixed Income ETF

320 hedge funds and large institutions have $2.67B invested in First Trust Smith Opportunistic Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

2% more funds holding

Funds holding: 313320 (+7)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

0.1% more ownership

Funds ownership: 78.47%78.57% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less capital invested

Capital invested by funds: $2.71B → $2.67B (-$35.1M)

Holders
320
Holders Change
+7
Holders Change %
+2.24%
% of All Funds
3.94%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
38
Increased
131
Reduced
123
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
76
Westside Investment Management
California
$3.66M +$722K +16,315 +24%
IFG
77
Independent Financial Group
California
$3.58M +$1.02M +23,132 +39%
GWP
78
Gateway Wealth Partners
Wisconsin
$3.29M +$1.78M +40,294 +115%
AI
79
Atria Investments
North Carolina
$3.28M -$19.3M -437,043 -85%
FA
80
Fagan Associates
New York
$3.26M -$70.2K -1,585 -2%
CG
81
CFO4Life Group
Texas
$3.21M -$81.6K -1,844 -2%
OC
82
Oppenheimer & Co
New York
$3.19M +$172K +3,890 +6%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$3.18M +$3.23M +73,036 New
SEIA
84
Signature Estate & Investment Advisors
California
$3.09M -$677K -15,303 -18%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$3.06M +$66.9K +1,512 +2%
Betterment LLC
86
Betterment LLC
New York
$3.05M -$78.2K -1,767 -2%
KA
87
Kovack Advisors
Florida
$3.03M -$35.3K -797 -1%
CFS
88
Cannon Financial Strategists
Georgia
$3M +$99.2K +2,241 +3%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2.9M -$1.16M -26,135 -28%
WIP
90
WealthCare Investment Partners
Rhode Island
$2.87M +$140K +3,165 +5%
CWP
91
Core Wealth Partners
California
$2.87M +$64K +1,447 +2%
FTUS
92
Flow Traders U.S.
New York
$2.82M +$548K +12,385 +24%
NFG
93
Nations Financial Group
Iowa
$2.79M +$116K +2,630 +4%
FFA
94
Farther Finance Advisors
California
$2.79M -$1.89M -42,666 -40%
BCI
95
Brinker Capital Investments
Pennsylvania
$2.61M +$103K +2,338 +4%
HFS
96
Howard Financial Services
Texas
$2.59M -$117K -2,652 -4%
Citadel Advisors
97
Citadel Advisors
Florida
$2.51M -$2.85M -64,463 -53%
CIA
98
Concurrent Investment Advisors
Florida
$2.49M -$628K -14,181 -20%
HIS
99
Harvest Investment Services
Illinois
$2.42M -$87K -1,966 -3%
AWM
100
AE Wealth Management
Kansas
$2.4M +$243K +5,479 +11%

FIXD Hedge Fund Activity: Q1 2026 in Review

320 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust Smith Opportunistic Fixed Income ETF (FIXD) for Q1 2026, worth a combined $2.67B — down 1.3% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FIXD positions and 26 closed out — a net gain of 12 holders — while 131 added to existing stakes and 123 trimmed.

The largest buyer was LPL Financial, adding an estimated $45M. The largest seller was Ameriprise, cutting an estimated $42.4M.

  • 320 institutional investors held First Trust Smith Opportunistic Fixed Income ETF (FIXD) as of Q1 2026, up from 313 in Q4 2025.
  • Funds reported $2.67B of First Trust Smith Opportunistic Fixed Income ETF stock for Q1 2026, down 1.3% quarter-over-quarter.
  • 38 funds opened new First Trust Smith Opportunistic Fixed Income ETF positions in Q1 2026 and 26 closed out, a net change of +12 holders.
  • The largest First Trust Smith Opportunistic Fixed Income ETF buyer in Q1 2026 was LPL Financial, an estimated $45M added.
  • The largest First Trust Smith Opportunistic Fixed Income ETF seller in Q1 2026 was Ameriprise, an estimated $42.4M sold.

Based on aggregated 13F filings for Q1 2026.